Smart invoicing is an automated billing system that creates, sends, and tracks invoices with minimal effort. It helps businesses save time, reduce errors, and get paid faster by using features like automatic reminders, online payments, and real-time tracking.
Customize your booking settings to control how clients schedule appointments and how your calendar is displayed. Choose options: calendar view, appointment visibility, GPS check-ins, and staff assignment. Streamline your booking process and create a faster experience for both you and your clients.
Easily download or share detailed financial records and invoice data for accounting, reporting, or backup purposes. Ideal for managing records, tax preparation, or syncing with external tools.
Choose what details you collect from clients when they book, like contact info, service choices, or custom questions. This helps you stay organized, prepare for appointments, and give clients a smoother booking experience. Consider reminding your clients about your cancellation policy and fees right
The Info Card displays key information collected from client forms.
You can choose specific custom fields to appear on the Info Card. When clients fill out those fields, the submitted data will be shown next to their name in both appointments and profile views.
When you combine booking software with built-in payment acceptance, your business can automate scheduling and billing, offer clients a seamless checkout experience, improve cash flow, and cut down on time spent managing invoices.
Automated cancelation rules keep your schedule protected while still offering clients flexibility. Stay in control of your schedule. Automate how far in advance clients can cancel and whether there is a penalty.
Use holiday hours to prevent booking requests on days you are closed. Customize the booking start times for specific days for the entire business or for specific services.
This article gives a step by step instruction on how to add a service. Adding services are useful to provide services for clients. Select custom settings like price, booking cutoff, scheduling, and more.
Join our referral program to help care businesses succeed while earning rewards. Learn how to participate, share referrals, and get rewarded for supporting care professionals.
Enable real-time communication between your business and clients with built-in chat. Send messages, answer questions, share updates, and keep conversations organized, all in one place so all staff are up to date on the latest.
Discover how to set up Email and SMS campaigns to grow your business. This guide shows pet care providers, salons, spas, and other appointment-based businesses how to build client lists, send personalized messages, automate follow-ups, and track results to boost bookings and customer loyalty.
Do you offer coupons to your clients, like a 10% discount on specific services for a limited time? Easily set minimum spend requirements and maximum discount limits, and configure coupons in a way that fits your service business.
Update your website with no coding or technical skills required. Simply click on what you see to edit text and content—perfect for making quick updates anytime.
View and manage schedules with ease using flexible calendar options—day, 5 days, week, or month. Filter appointments by service, staff, room, or status. Quickly select and organize your agenda for efficient appointment scheduling.
Easily manage multiple bookings and appointments with just one click. Our scheduling system allows you to organize, view, and update multiple appointments efficiently, saving time and reducing scheduling errors.
Create custom client profile forms in your CRM to collect detailed, relevant customer data. Add unique fields and tailor profiles to fit your business workflows.
You want to get booked online, but you're not sure how that works. This help article will walk you through your options of providing Service Booking links.
Location (GPS) information can be a helpful feature or a critical requirement when delivering services—supporting accountability, compliance, safety and security, and providing added peace of mind.
Customize client notifications by service with full control over your messaging. Personalize appointment reminders, check-in and checkout notifications, and automated welcome emails for clients who sign up through your website or are invited.
